+71.3%
SNDX vs VT
+267.6%
-196.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.2% | +0.4% | +4.8% | +4.6% |
| 30D | +3.2% | +1.0% | +2.2% | +2.0% |
| 3M | +14.1% | +2.4% | +11.7% | +10.6% |
| 6M | -4.9% | +12.0% | -16.9% | -17.4% |
| YTD | -2.1% | +15.3% | -17.5% | -18.0% |
| 1Y | +27.0% | +22.6% | +4.4% | -1.4% |
| 3Y | +5.2% | +74.7% | -69.5% | -45.0% |
| 5Y | +15.2% | +66.1% | -51.0% | -35.9% |
| 10Y | +46.8% | +225.0% | -178.3% | -59.5% |
| All | +71.3% | +267.6% | -196.3% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling